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Goldman Sachs Access Inflation Protected USD Bond ETF

36 hedge funds and large institutions have $92.5M invested in Goldman Sachs Access Inflation Protected USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $77M → $92.5M (+$15.5M)

3.76% more ownership

Funds ownership: 62.72%66.48% (+3.8%)

3% more funds holding

Funds holding: 3536 (+1)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.5M +$635K +12,880 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.2M +$549K +11,143 +5%
PAG
3
Private Advisor Group
New Jersey
$11.4M +$11M +224,086 +5,270%
Betterment LLC
4
Betterment LLC
New York
$9.02M +$2.49M +50,575 +39%
Morgan Stanley
5
Morgan Stanley
New York
$5.21M +$288K +5,843 +6%
PS
6
Principal Securities
Iowa
$4.6M +$453K +9,184 +11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.55M -$57.2K -1,161 -2%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$3.37M -$112K -2,281 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.56M -$150K -3,035 -6%
Bank of America
10
Bank of America
North Carolina
$2.53M +$40.2K +815 +2%
RJA
11
Raymond James & Associates
Florida
$2.19M -$1.9M -38,477 -47%
Citadel Advisors
12
Citadel Advisors
Florida
$1.97M +$948K +19,223 +96%
CPW
13
Catalyst Private Wealth
California
$1.16M -$21.5K -436 -2%
FTUS
14
Flow Traders U.S.
New York
$785K +$772K +15,671 New
CA
15
CoreCap Advisors
Michigan
$704K +$693K +14,058 New
AWS
16
Atria Wealth Solutions
New York
$672K -$22.1K -448 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$575K +$40.2K +815 +8%
PWM
18
Perigon Wealth Management
California
$420K -$36.7K -744 -8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$368K -$68.2K -1,384 -16%
EH
20
Equitable Holdings
New York
$326K +$6.56K +133 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$321K -$63.6K -1,290 -17%
NA
22
NewEdge Advisors
Louisiana
$295K +$290K +5,893 +73,663%
CCM
23
Chiron Capital Management
Florida
$240K +$236K +4,798 New
MW
24
Maia Wealth
Colorado
$233K -$8.43K -171 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$216K

GTIP Hedge Fund Activity: Q3 2024 in Review

36 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) for Q3 2024, worth a combined $92.5M — up 20% from $77M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GTIP positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $11M. The largest seller was Raymond James & Associates, cutting an estimated $1.9M.

  • 36 institutional investors held Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) as of Q3 2024, up from 35 in Q2 2024.
  • Funds reported $92.5M of Goldman Sachs Access Inflation Protected USD Bond ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs Access Inflation Protected USD Bond ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF buyer in Q3 2024 was Private Advisor Group, an estimated $11M added.
  • The largest Goldman Sachs Access Inflation Protected USD Bond ETF seller in Q3 2024 was Raymond James & Associates, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2024.